MediRecords provides users with several generic invoicing templates, for use in quotes, patient invoices, and in-patient billing. The HTML code of these templates can be edited so you can include extra text such as bank deposit details, or a company logo or letterhead. The instructions in this article will guide you through copying the HTML code and placing it into your customisable template.
Copy the HTML code
Firstly, you will need to copy the HTML code contained in the text box contained at the bottom of this page. Please use the HTML code specific to the type of template i.e. Standard Invoice Without Tax. Highlight all of the text within the relevant box, then either right-click and choose Copy, or hold down Ctrl/Cmd and C on the keyboard.
Create Your Template in MediRecords:
Go to More > Resources, Letter Templates, then click New Template.
In the Save window that pops up, select the following.
Category = Billing
Type = Invoice Without Tax*
Sharing = Practice
Then, give your template a desired Name and Description.
Click Save.
*NOTE: Used in most applications where billing a patient for Medicare-eligible services. Alternatively, choose the desired template type in the dropdown.
It's important to note that the type you choose here will determine whether the template appears for selection here, in the User Preferences.
Paste in the HTML code
Click the View HTML button, which looks like the less than and greater than symbols, separated by a forward slash.
In the View HTML box, right-click your mouse, then choose Paste (or Ctrl/Cmd and P on the keyboard) and the html code you had copied earlier should now appear. Click Update.
*NOTE: Any text within curly brackets ({}) is a mail merge field. These are designed to populate the patient's details, the services you've billed, and other important information; please do not edit anything within these.
Adding your logo
Place your cursor in the template where you would like the image to appear. Then click the Insert Image button, as seen here.
Either select a pre-existing image or click Upload to add a new image.
Click Insert to add the image to the template.
TIP: Some users find it easier to insert the image within a table, to help give the image a designated place to go. You can insert a table by clicking the Create a table icon, and then selecting 1 square (create a 1 x 1 table).
A demonstration of the overall process is below:
You can also add your text to the template. Place your cursor where you want the text to appear, and type the desired text.
You have now successfully created your custom invoice template. Next, you will need to configure the provider to use this template when billing.
HTML Code to be copied (per step 1).
Standard Invoice Without Tax Template:
<strong><span style="font-size:12pt;">Invoice</span></strong><br />
<br />
<div class="k-table-wrapper" contenteditable="true"><table style="display:table;"><tbody><tr style=""><td class="ui-resizable" style="width:19.0476%;"><div contenteditable="true"><strong style="font-size:12px;">Date:</strong><span style="font-size:12px;background-color:#ffffff;"> </span></div></td>
<td class="ui-resizable" style="width:25.1082%;"><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.invoice-date}</span></div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><div style="text-align:right;"><strong style="font-size:12px;">Clinic: </strong><span style="font-size:12px;background-color:#ffffff;">{invoice.practice-name}</span></div></div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:19.0476%;height:10.7288px;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Invoice No:</strong></div></td>
<td class="ui-resizable" style="width:25.1082%;height:10.7288px;"><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.invoice-no}</span></div></td>
<td class="ui-resizable" style="height:10.7288px;"><div contenteditable="true"><div style="text-align:right;"><span style="font-size:12px;background-color:#ffffff;">{invoice.practice-address-line-1}</span><br />
<span style="font-size:12px;background-color:#ffffff;">{invoice.practice-address-line-2}</span></div></div></td>
</tr>
<tr><td class="ui-resizable" style="width:19.0476%;"><div contenteditable="true"><br />
</div></td>
<td class="ui-resizable" style="width:25.1082%;"><div contenteditable="true"><br />
</div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><div style="text-align:right;"><span style="font-size:12px;background-color:#ffffff;">{invoice.suburb} {invoice.state} {invoice.post-code}</span></div></div></td>
</tr>
</tbody></table>
</div><strong>Claim No.:</strong> {invoice.claim-no}<br />
<div class="k-table-wrapper" contenteditable="true"><table><tbody><tr><td class="ui-resizable" style="width:20.6349%;height:19.0404px;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Bill To:</strong></div></td>
<td class="ui-resizable" style="height:19.0404px;"><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.bill-to-first-name} {invoice.bill-to-last-name}</span></div></td>
</tr>
<tr><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"> </div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{invoice.bill-to-address-line-1}<br />
{invoice.bill-to-address-line-2}<br />
</div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"> </div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{invoice.bill-to-suburb} {invoice.bill-to-state} {invoice.bill-to-post-code}<br />
<br />
</div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Patient:</strong></div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{patient.full-name} - {invoice.patient-medicare-card-number} {invoice.IRN}</div></td>
</tr>
<tr><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"><strong style="font-size:12px;">Service Provider:</strong></div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.servicing-provider-name} - {invoice.servicing-provider-number}</span><span style="font-size:12px;"> </span></div></td>
</tr>
</tbody></table>
</div><div class="k-table-wrapper" contenteditable="true"><table><tbody><tr><td class="ui-resizable" style=""><div contenteditable="true">{invoice.standard-referral-template}<br />
<span style="display:{practice.lspn;"><strong>LSPN</strong>: {practice.lspn}<br />
</span></div></td>
</tr>
<tr><td class="ui-resizable" style=""><div contenteditable="true">{invoice.requested-detail-template}<br />
</div></td>
</tr>
</tbody></table>
</div> <br />
Invoice Due:<br />
<br />
{invoice-item.supplied-item}<br />
<br />
{invoice-item.non-supplied-item}<br />
<br />
{invoice.standard-payment-information}<br />
<br />
<br />
Invoice Note:<br />
{invoice.invoice-note}<span style="color:#000000;"></span><br />
Standard Invoice with Tax Template:
<strong><span style="font-size:12pt;">Tax Invoice</span><br />
</strong><br />
<strong>ABN Number: </strong>{practice.abn}<br />
<br />
<div class="k-table-wrapper" contenteditable="true"><table style="display:table;"><tbody><tr style=""><td class="ui-resizable" style="width:19.0476%;"><div contenteditable="true"><strong style="font-size:12px;">Date:</strong><span style="font-size:12px;background-color:#ffffff;"> </span></div></td>
<td class="ui-resizable" style="width:25.1082%;"><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.invoice-date}</span></div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><div style="text-align:right;"><strong style="font-size:12px;">Clinic: </strong><span style="font-size:12px;background-color:#ffffff;">{invoice.practice-name}</span></div></div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:19.0476%;height:10.7288px;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Invoice No:</strong></div></td>
<td class="ui-resizable" style="width:25.1082%;height:10.7288px;"><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.invoice-no}</span></div></td>
<td class="ui-resizable" style="height:10.7288px;"><div contenteditable="true"><div style="text-align:right;"><p><span style="font-size:12px;background-color:#ffffff;">{invoice.practice-address-line-1}</span></p>
<p><span style="font-size:12px;background-color:#ffffff;">{invoice.practice-address-line-2}</span></p>
</div></div></td>
</tr>
<tr><td class="ui-resizable" style="width:19.0476%;"><div contenteditable="true"><br />
</div></td>
<td class="ui-resizable" style="width:25.1082%;"><div contenteditable="true"><br />
</div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><div style="text-align:right;"><span style="font-size:12px;background-color:#ffffff;">{invoice.suburb} {invoice.state} {invoice.post-code}</span></div></div></td>
</tr>
</tbody></table>
<p> </p>
</div><strong>Claim No.: </strong>{invoice.claim-no}<br />
<br />
<div class="k-table-wrapper" contenteditable="true"><table><tbody style=""><tr style=""><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Bill To:</strong></div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.bill-to-first-name} {invoice.bill-to-last-name}</span></div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"> </div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{invoice.bill-to-address-line-1}<br />
{invoice.bill-to-address-line-2}<br />
</div></td>
</tr>
<tr><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"> </div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{invoice.bill-to-suburb} {invoice.bill-to-state} {invoice.bill-to-post-code}<br />
<br />
</div></td>
</tr>
<tr style=""><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"><strong style="font-size:12px;background-color:#ffffff;">Patient:</strong></div></td>
<td class="ui-resizable" style=""><div contenteditable="true">{patient.full-name} - {invoice.patient-medicare-card-number} {invoice.IRN}</div></td>
</tr>
<tr><td class="ui-resizable" style="width:20.6349%;"><div contenteditable="true"><strong style="font-size:12px;">Service Provider:</strong></div></td>
<td class="ui-resizable" style=""><div contenteditable="true"><span style="font-size:12px;background-color:#ffffff;">{invoice.servicing-provider-name} - {invoice.servicing-provider-number}</span><span style="font-size:12px;"> </span></div></td>
</tr>
</tbody></table>
</div><div class="k-table-wrapper" contenteditable="true"><table><tbody><tr><td class="ui-resizable" style=""><div contenteditable="true">{invoice.standard-referral-template}<br />
<strong>LSPN</strong>: {practice.lspn}<br />
</div></td>
</tr>
<tr><td class="ui-resizable" style=""><div contenteditable="true">{invoice.requested-detail-template}<br />
</div></td>
</tr>
</tbody></table>
<p> </p>
</div> <br />
{invoice-item.supplied-item}<br />
<br />
{invoice-item.non-supplied-item-with-tax}<br />
<br />
{invoice.standard-payment-information}<br />
<br />
<br />
Invoice Note:<br />
{invoice.invoice-note}<br />
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